+3,552.3%
ASX vs AU
+811.0%
+2,741.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.5% |
| 7D | -0.7% | -3.6% | +2.9% | -0.3% |
| 30D | +2.0% | +23.9% | -21.9% | -1.1% |
| 3M | -1.3% | +19.1% | -20.4% | -3.9% |
| 6M | +71.4% | -0.2% | +71.6% | +70.2% |
| YTD | +135.3% | +32.5% | +102.9% | +125.1% |
| 1Y | +267.5% | +96.9% | +170.5% | +233.8% |
| 3Y | +388.5% | +614.7% | -226.3% | +271.7% |
| 5Y | +417.1% | +647.7% | -230.6% | +283.9% |
| 10Y | +872.7% | +679.2% | +193.5% | +577.3% |
| All | +3,552.3% | +811.0% | +2,741.3% | +2,683.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling